A Tesla Optimus robot scoops popcorn and waves at attendees at the Tesla Diner and Drive-In restaurant and Supercharger in Los Angeles on July 21, 2025. Patrick T. Fallon/AFP/Getty Images
Tesla unveiled its latest “master plan” on Sep. 2, casting artificial intelligence, self-driving technology, and humanoid robots as the future of the company, with CEO Elon Musk saying that the Optimus robot will eventually account for the vast majority of Tesla’s value.
In a post on X, Musk wrote “~80% of Tesla’s value will be Optimus” in response to a user suggesting the plan’s core steps are to scale full self-driving software and robots. The comments highlight Tesla’s growing emphasis on automation at a time when its core electric vehicle business faces slower sales and shrinking margins.
